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Pure Financial Advisors’s Invesco California AMT-Free Municipal Bond ETF PWZ Stock Holding History

Pure Financial Advisors’s Portfolio PWZ Stock Details PWZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.98M Buy
284,900
+13,262
+5% +$322K 0.09% 102
2026
Q1 		$6.48M Sell
271,638
-20,895
-7% -$506K 0.09% 100
2025
Q4 		$7.07M Buy
292,533
+1,744
+0.6% +$42.2K 0.1% 92
2025
Q3 		$6.96M Sell
290,789
-13,739
-5% -$320K 0.11% 92
2025
Q2 		$7.11M Buy
304,528
+243,949
+403% +$5.69M 0.13% 84
2025
Q1 		$1.44M Sell
60,579
-644
-1% -$15.7K 0.03% 147
2024
Q4 		$1.51M Buy
61,223
+3,988
+7% +$99.3K 0.03% 138
2024
Q3 		$1.44M Buy
57,235
+12
+0% +$299 0.03% 130
2024
Q2 		$1.41M Sell
57,223
-19,164
-25% -$472K 0.04% 127
2024
Q1 		$1.9M Sell
76,387
-835
-1% -$20.9K 0.06% 112
2023
Q4 		$1.93M Sell
77,222
-58,245
-43% -$1.39M 0.07% 113
2023
Q3 		$3.18M Buy
135,467
+59,762
+79% +$1.45M 0.13% 79
2023
Q2 		$1.87M Buy
75,705
+457
+0.6% +$11.3K 0.08% 95
2023
Q1 		$1.86M Buy
75,248
+551
+0.7% +$13.5K 0.09% 94
2022
Q4 		$1.8M Buy
74,697
+43,864
+142% +$1.04M 0.09% 94
2022
Q3 		$714K Sell
30,833
-5,549
-15% -$136K 0.04% 129
2022
Q2 		$885K Buy
36,382
+11,555
+47% +$285K 0.05% 117
2022
Q1 		$641K Buy
+24,827
New +$668K 0.03% 137

Other funds holding PWZ

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
GKWIM
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.75B AUM 28.61% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
SC
Syon Capital San Francisco, California $2.3B AUM 25.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Pure Financial Advisors's PWZ Position: Q2 2026 in Review

Pure Financial Advisors increased its Invesco California AMT-Free Municipal Bond ETF (PWZ) stake by 4.9% in Q2 2026, buying an estimated $322K and bringing the position to 284,900 shares worth $6.98M. The position accounts for 0.09% of the portfolio, ranked #102.

Pure Financial Advisors first reported a position in PWZ in Q1 2022 and has held it in 18 quarters since. The position peaked at $7.11M in Q2 2025. 130 funds tracked by Wall St. Rank hold PWZ as of Q2 2026.

  • Pure Financial Advisors held 284,900 shares of Invesco California AMT-Free Municipal Bond ETF worth $6.98M as of Q2 2026.
  • Pure Financial Advisors bought 13,262 Invesco California AMT-Free Municipal Bond ETF shares in Q2 2026, an estimated $322K.
  • Invesco California AMT-Free Municipal Bond ETF made up 0.09% of Pure Financial Advisors's portfolio in Q2 2026, its #102 holding.
  • Pure Financial Advisors first reported a position in Invesco California AMT-Free Municipal Bond ETF in Q1 2022 and has held it in 18 quarters since.
  • Pure Financial Advisors's Invesco California AMT-Free Municipal Bond ETF position peaked at $7.11M in Q2 2025.
  • 130 funds tracked by Wall St. Rank held Invesco California AMT-Free Municipal Bond ETF as of Q2 2026.

Based on Pure Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.